Fan Feng, Cfp®

Fan Feng, Cfp® Email and Phone Number

Wealth Advisor, Partner at Liberty One Wealth Advisors @ Liberty One Wealth Advisors
Fan Feng, Cfp®'s Location
Greater Philadelphia, United States
About Fan Feng, Cfp®

Fan is a Founding Partner of Liberty One Wealth Advisors with a strong background in financial analysis and behavioral finance. In addition to guiding clients through ever-changing markets, Fan implements personalized investment strategies for her clients that empower them to reach their financial goals. As a CFP®, Fan aspires to help clients stay on track to achieve both their current and multi-generational wealth objectives.In her free time, Fan serves on the Drexel University Alumni Board of Governors. With a profound commitment to giving back, She brings valuable skills and insights to support fellow Dragons, nurture alumni connections, and facilitate positive institutional change.

Fan Feng, Cfp®'s Current Company Details
Liberty One Wealth Advisors

Liberty One Wealth Advisors

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Wealth Advisor, Partner at Liberty One Wealth Advisors
Fan Feng, Cfp® Work Experience Details
  • Liberty One Wealth Advisors
    Wealth Advisor, Partner
    Liberty One Wealth Advisors Sep 2021 - Present
    Philadelphia, Pennsylvania, United States
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Oct 2018 - Sep 2021
  • Citizens Securities, Inc.
    Licensed Banker
    Citizens Securities, Inc. Oct 2017 - Dec 2018
  • Chubb
    Financial Analyst
    Chubb Mar 2017 - Sep 2017
  • Nrg Energy
    Business Analyst
    Nrg Energy Apr 2015 - Sep 2015

Fan Feng, Cfp® Skills

Microsoft Office Powerpoint Microsoft Excel Microsoft Word Teamwork Time Management Social Media Social Networking Data Analysis Team Leadership Ssis Bloomberg Terminal Factset Research Public Speaking Management Event Planning Customer Service Leadership Microsoft Powerpoint Peoplesoft Brio Query Financial Analysis Sql

Fan Feng, Cfp® Education Details

Frequently Asked Questions about Fan Feng, Cfp®

What company does Fan Feng, Cfp® work for?

Fan Feng, Cfp® works for Liberty One Wealth Advisors

What is Fan Feng, Cfp®'s role at the current company?

Fan Feng, Cfp®'s current role is Wealth Advisor, Partner at Liberty One Wealth Advisors.

What schools did Fan Feng, Cfp® attend?

Fan Feng, Cfp® attended Drexel University, College For Financial Planning.

What skills is Fan Feng, Cfp® known for?

Fan Feng, Cfp® has skills like Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Social Media, Social Networking, Data Analysis, Team Leadership, Ssis, Bloomberg Terminal.

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